Canopy Connect + Salesforce
Update Salesforce records whenever a pull is completed in Canopy Connect
Streamline your workflow with this integration that seamlessly updates records in Salesforce once a pull is completed in Canopy Connect. This automation enhances your efficiency by capturing up-to-date information in Salesforce, ensuring that you never miss important changes made in Canopy Connect. Experience a smoother, more organized work process without needing to manually update your Salesforce records every time a pull is completed.
Streamline your workflow with this integration that seamlessly updates records in Salesforce once a pull is completed in Canopy Connect. This automation enhances your efficiency by capturing up-to-date information in Salesforce, ensuring that you never miss important changes made in Canopy Connect. Experience a smoother, more organized work process without needing to manually update your Salesforce records every time a pull is completed.
- When this happens...Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
Try ItNew Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
Try ItNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try It
